I have always taken both Taiwanese and TSMC culture to be fairly reserved. So if you see language like "podcasting bro" slipping out, it really means something like "fcking bullsht con artist".
Taiwanese culture has also never understood software which is why they are stuck in the lower margin business of hardware.
AMD and NVidia are important now because someone else struck gold on their property. Within 5 years they won't be because both are fucking up monumentally for different reasons: AMD for being AMD [0] and NVidia for expecting 10x markup to continue indefinitely.
People hate success but LLM swarms are the next wave of improving output and they consume compute on par with training for inference.
Indeed; but laughing at the scale of someone’s ambition (or vision?) might just mean that one’s own is too narrow or limited. After all, there are lots of narrow-minded, un-visionary folks out there.
Just because there’s an anti-Altman/-OpenAI sentiment on HN at the moment, it doesn’t mean that he’s wrong about everything, nor the people at TSMC are necessarily right.
Again, that it sounds ridiculous rooted in the conventional reality of today, doesn’t necessarily mean he’s wrong in his vision.
Again, the Russians laughed at Musk. The legacy space companies didn’t produce reusable boosters when they clearly could’ve, and people laughed at the idea until it was working. Etc.
(I’m not sure what relevance the NASA comment has; of course small underfunded startups need money to realise their goals? SpaceX needed NASA’s money to develop various projects faster, and NASA needed SpaceX to a) reduce launch costs and b) reduce their reliance on Russia for human launches.)
